Zoom Configuration

Jump to: Configuration | Adding a Meeting | Update a Meeting | Launch a Meeting

Configuring Zoom to communicate with LearningCart

In order to set up Zoom to communicate with LearningCart, you'll need to set up an OAuth app with Zoom. To do so, first navigate to this page: https://marketplace.zoom.us/user/build

Once on that page, sign into your Zoom account. At the top left of that page, there is a Plus icon. Click that and click Build App. You will be prompted to select the type of app you want to build. Select Server-to-Server app, shown below:

You will be prompted to name the app. After you select a name, you will see an App Credentials page. You will want to copy each of the 3 credentials down, you will need them later when setting up the integration in the LearningCart admin portal.

Click continue to go to the Information section. You will need to fill out Company Name, along with the Developer Contact information. You can enter in your own information here.

You can skip the Feature section, and move onto the Scopes section.

Click the Add Scopes button, and a pop up will appear. All of the following scopes are required to work with LearningCart:

Product	Category	Scope
Meetings	Add a registrant to a meeting	meeting:write:registrant:admin
Meetings	Add a registrant to a webinar	webinar:write:registrant:admin
Meetings	Create a meeting for a user	meeting:write:meeting:admin
Meetings	Create a webinar for a user	webinar:write:webinar:admin
Meetings	Delete a meeting	meeting:delete:meeting:admin
Meetings	Delete a webinar	webinar:delete:webinar:admin
Meetings	Update a meeting	meeting:update:meeting:admin
Meetings	Update a webinar	webinar:update:webinar:admin
Meetings	View a meeting	meeting:read:meeting:admin
Meetings	View a webinar	webinar:read:webinar:admin
Meetings	View a user’s meetings	meeting:read:list_meetings:admin
Meetings	View a user’s webinars	webinar:read:list_webinars:admin
User	View a user	user:read:user:admin
User	Verify a user’s email	user:read:email:admin

In the search bar, at the top, you can search for each one, which might be a little quicker than navigating their list. When you search, you only need to type scope in the third column.

Finally, click continue to go to the Activation screen, and click the Activate button. 

Setting Up LearningCart

Now that you have the Zoom app set up, you'll need to set up LearningCart. From your Admin portal, click the Configuration link at the top right of the page. On that page, click the link for Online Meeting Provider. That page will list the Online Meeting Providers that LearningCart works with. Click Zoom. A pop-up window will open. In that window, you'll need to fill in the text boxes for Zoom Account ID, Zoom Client ID, and Zoom Client Secret that you copied earlier from the App Credentials screen. Once filled in, click Update. You can now close that pop-up window, and the configuration is complete!

Using the Zoom integration feature

Now that you have Zoom set up, you can create and manage Zoom meetings from LearningCart. You'll first need to set up any Zoom user that will be hosting meetings with Instructor accounts in LearningCart. Information about setting up Instructors can be found here.

Add a Meeting
For a video tutorial on adding an Online Session, click here.

Adding an online session requires two key steps: adding a content item into your course and inputting the session details into your product. When you add a session content item into a course, you will select 'in-person event'. 

To add a Zoom meeting to a product session, navigate to the Prices / Events tab and select the desired event. Under Show Additional Fields > Additional Information you will see a Join Link and an option to ‘Add Zoom Meeting’.

When you click the link, a pop-up will appear prepopulated with the information from the session you are working in. 

• Host: This dropdown will populate a list of Hosts from the Zoom account connected to the LearningCart site. If an instructor was assigned when creating the session and the instructor exists in Zoom, then this dropdown will automatically populate that instructor.
• Subject: This will automatically populate with the Title of the session this meeting is being added to. 
• Start Date / Time: This will automatically populate with the corresponding information provided in the session settings.
• Meeting Duration (in minutes): This will automatically populate with the corresponding information provided in the session settings.
• Time Zone: This will automatically populate with the corresponding information provided in the session settings.

Note: you cannot edit a host after the meeting has been created. If you wish to change the host of the meeting, you will need to delete the Zoom meeting and add a new Zoom meeting to the session.

Confirm the information, then click ‘Add Meeting’. A join link will be populated and automatically included in all denoted places throughout the system – email notifications for meeting reminders, user dashboards under 'My Training' for students to launch the meeting, and the instructor dashboard under 'Instructor View' to launch the meeting. 

Note: To add an online meeting, the session must already exist under Product > Prices / Events. You will not have the option to set up an online meeting when creating a new session. 

Edit / Update Meeting
To edit a Zoom meeting from LearningCart, you will click ‘Update Meeting’ under the Join Link within the session you wish to edit. A pop-up will appear that will allow you to change basic details of the meeting. 

When changes are made, a new join link is generated so you will have an opportunity within the meeting details pop-up window to resend notifications to the host as well as the students. 

Note: When a meeting is edited, a new join link is generated, and any join links distributed to a user prior to the edit will be inactive. 

Launch a Meeting
Instructor’s will be able to launch online meetings directly from their Instructor Dashboard. They will enter through the Instructor View tile, navigate to the correct session, then click ‘Launch’.